+76.8%
UAL vs ARWR
+1,009.4%
-932.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.5% | -1.5% | -5.3% |
| 7D | +0.7% | -17.9% | +18.6% | +3.5% |
| 30D | +7.8% | -18.9% | +26.7% | +11.0% |
| 3M | -11.1% | -46.0% | +34.9% | -2.6% |
| 6M | +16.1% | -40.3% | +56.4% | +24.6% |
| YTD | -0.5% | -29.0% | +28.5% | +3.5% |
| 1Y | +11.3% | +13.8% | -2.6% | +7.0% |
| 3Y | +192.8% | +74.9% | +118.0% | +147.8% |
| 5Y | +123.3% | -36.2% | +159.5% | +107.0% |
| All | +76.8% | +1,009.4% | -932.7% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ARWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling